Services & Pricing
Three tiers of ongoing engagement, each built on a foundation of accurate, timely financials. All engagements are scoped individually after a discovery call.
Core Accounting
For businesses that need clean, reliable financials without the overhead of a full-time team.
- Monthly close — bank & credit card reconciliations
- Financial statements (P&L, Balance Sheet, Cash Flow)
- Month-end review and issue identification
- Email support for ongoing questions
- Day-to-day transaction processing (AP/AR)
- Forecasting or financial strategy
- Tax preparation or filing
Accounting + Insights
For growing businesses that need visibility into performance, not just reports.
- Everything in Core Accounting
- Monthly financial review call
- KPI tracking and reporting
- Cash flow visibility and monitoring
- Oversight of AP/AR processes
- Full AP/AR execution or transaction processing
- Deep financial modeling or strategic support
- Tax preparation or filing
Fractional CFO
For founders who need a finance partner, not just a finance function.
- Everything in Accounting + Insights
- Ongoing financial strategy & decision support
- Forecasting and scenario modeling
- Cash management and planning
- Investor and board-level reporting
- Biweekly working sessions + async support
- Monthly written financial summary
- AP/AR oversight and optimization
- Tax preparation or filing
- Investment advice or capital placement
Add-on: AP/AR execution
Hands-on operational support for billing, collections, and vendor payments.
- Customer invoicing and collections follow-up
- Bill entry and payment coordination
- Ongoing transaction management
$600–$1,800/month — scoped by volume and complexity.
Add-on: Payroll services
Full-service payroll management handled alongside your books — so your numbers and your payroll are always in sync.
- Payroll processing (any frequency)
- Federal, state & local tax filings and deposits
- New hire reporting and compliance
- W-2 and 1099 preparation at year-end
- Employee and contractor payment coordination
$300–$600/month for up to 10 employees — $25–$40 per additional employee. Multi-state employers scoped separately.
Before we start: catch-up & cleanup
If your books need to be brought current before ongoing work can begin, we scope a one-time cleanup engagement first. This ensures your foundation is accurate from day one. Quoted separately based on the current state of your books.